Barton Investment Management
Latest statistics and disclosures from Barton Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NFLX, SHOP, AMZN, BL, AL, and represent 62.66% of Barton Investment Management's stock portfolio.
- Added to shares of these 10 stocks: GLBE, OWL, OKTA, DCT, AL, SPY, BILL, PEP, AAPL, BL.
- Started 3 new stock positions in PEP, BILL, SPY.
- Reduced shares in these 10 stocks: Avalara (-$23M), COUP, EA, NFLX, AMT, TROW, SHOP, ORCL, JNJ, PYPL.
- Sold out of its positions in Avalara.
- Barton Investment Management was a net seller of stock by $-20M.
- Barton Investment Management has $509M in assets under management (AUM), dropping by 3.47%.
- Central Index Key (CIK): 0001387818
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Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 43 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Netflix (NFLX) | 22.5 | $115M | 388k | 294.88 | ||
Shopify Cl A (SHOP) | 14.6 | $74M | 2.1M | 34.71 | ||
Amazon (AMZN) | 11.9 | $60M | 719k | 84.00 | ||
Blackline (BL) | 8.1 | $41M | 611k | 67.27 | ||
Air Lease Corp Cl A (AL) | 5.6 | $29M | +2% | 742k | 38.42 | |
Equinix (EQIX) | 5.1 | $26M | 40k | 655.03 | ||
Paypal Holdings (PYPL) | 4.9 | $25M | 346k | 71.22 | ||
American Tower Reit (AMT) | 4.7 | $24M | -3% | 114k | 211.86 | |
Okta Cl A (OKTA) | 3.3 | $17M | +18% | 245k | 68.33 | |
Coupa Software (COUP) | 3.0 | $15M | -23% | 193k | 79.17 | |
Duck Creek Technologies SHS (DCT) | 2.5 | $13M | +13% | 1.1M | 12.05 | |
Electronic Arts (EA) | 2.0 | $10M | -16% | 83k | 122.18 | |
Global E Online SHS (GLBE) | 1.5 | $7.8M | +117% | 377k | 20.64 | |
Microsoft Corporation (MSFT) | 1.3 | $6.4M | 27k | 239.82 | ||
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Qualcomm (QCOM) | 1.1 | $5.8M | -4% | 53k | 109.94 | |
Berkshire Hathaway (BRK.A) | 0.9 | $4.7M | 10.00 | 468710.90 | ||
Apple (AAPL) | 0.9 | $4.4M | +4% | 34k | 129.93 | |
Blue Owl Capital Com Cl A (OWL) | 0.8 | $4.3M | +1254% | 406k | 10.60 | |
Berkshire Hathaway Inc. Class B | 0.7 | $3.3M | 11k | 308.90 | ||
Johnson & Johnson (JNJ) | 0.6 | $2.9M | -10% | 16k | 176.65 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.6M | 13k | 191.19 | ||
T. Rowe Price (TROW) | 0.4 | $2.2M | -14% | 20k | 109.06 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.8M | 21k | 88.23 | ||
Abbvie (ABBV) | 0.3 | $1.6M | 9.6k | 161.61 | ||
Exxon Mobil Corporation (XOM) | 0.3 | $1.4M | 13k | 110.30 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.1M | -3% | 13k | 88.73 | |
Abbott Laboratories (ABT) | 0.2 | $1.1M | 9.9k | 109.79 | ||
Adobe Systems Incorporated (ADBE) | 0.2 | $1.1M | 3.2k | 336.53 | ||
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.1M | 18k | 57.82 | ||
Merck & Co (MRK) | 0.2 | $905k | 8.2k | 110.95 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $780k | NEW | 2.0k | 382.43 | |
Oracle Corporation (ORCL) | 0.1 | $595k | -36% | 7.3k | 81.74 | |
Walt Disney Company (DIS) | 0.1 | $569k | +11% | 6.6k | 86.88 | |
Cigna Corp (CI) | 0.1 | $547k | 1.7k | 331.34 | ||
Costco Wholesale Corporation (COST) | 0.1 | $468k | 1.0k | 456.50 | ||
Bill Com Holdings Ord (BILL) | 0.1 | $465k | NEW | 4.3k | 108.96 | |
Pfizer (PFE) | 0.1 | $446k | 8.7k | 51.24 | ||
ICU Medical, Incorporated (ICUI) | 0.1 | $394k | 2.5k | 157.48 | ||
Northern Trust Corporation (NTRS) | 0.1 | $341k | 3.9k | 88.49 | ||
Automatic Data Processing (ADP) | 0.1 | $334k | 1.4k | 238.86 | ||
Teleflex Incorporated (TFX) | 0.1 | $300k | 1.2k | 249.63 | ||
American Express Company (AXP) | 0.1 | $281k | -43% | 1.9k | 147.75 | |
Pepsi (PEP) | 0.0 | $202k | NEW | 1.1k | 180.66 |
Past Filings by Barton Investment Management
SEC 13F filings are viewable for Barton Investment Management going back to 2010
- Barton Investment Management 2022 Q4 filed Jan. 26, 2023
- Barton Investment Management 2022 Q3 filed Oct. 20, 2022
- Barton Investment Management 2022 Q2 filed July 15, 2022
- Barton Investment Management 2022 Q1 filed April 20, 2022
- Barton Investment Management 2021 Q4 filed Jan. 18, 2022
- Barton Investment Management 2021 Q3 filed Oct. 18, 2021
- Barton Investment Management 2021 Q2 filed July 26, 2021
- Barton Investment Management 2021 Q1 filed April 16, 2021
- Barton Investment Management 2020 Q4 filed Jan. 13, 2021
- Barton Investment Management 2020 Q3 filed Oct. 19, 2020
- Barton Investment Management 2020 Q2 filed Aug. 17, 2020
- Barton Investment Management 2020 Q1 filed April 30, 2020
- Barton Investment Management 2019 Q4 filed Jan. 22, 2020
- Barton Investment Management 2019 Q3 filed Oct. 16, 2019
- Barton Investment Management 2019 Q2 filed July 18, 2019
- Barton Investment Management 2019 Q1 filed April 24, 2019